To me, it appeared to me that Luc (the CEO) hinted that they should soon
have qualified Data Buffers for LRDIMMs (DBs) that should add to the already
ready Registered Clock Drivers (RCDs) for RDIMMs.
This was the first time that investors were specifically told that the DB market
is about $250 million and the RCD market is $350 million. Before this conference,
Rambus kept on telling us that their market potential was only $350 million and
I always thought that was low. But now it makes sense because they weren't
LRDIMM ready with DBs. As usual, the higher the speeds get, the more Rambus
comes into demand. And since the entire server DIMM pie ($600 million) is
growing at about 10% CAGR (according to Luc), this should bode quite well
for Rambus' future growth potential.
I find it interesting that Luc made these comments not too long before Intel comes
out with their Ice Lake Xeons that use DDR4 3200 - the highest speeds for
any servers to date!
PS: An important thing to monitor will be this Intel page for LRDIMM
validation. So far, the last update was in March for DDR4 2999.
If Rambus becomes qualified for DDR4 3200 DB's for LRDIMMs
that will be a big deal.